Pallone Financial Services is an independent financial planning firm established in 1996.

We offer a wide array of investment brokerage services and focus on working with individuals and small business owners to develop comprehensive financial plans and present solutions for managing wealth. As an Independent Broker of insurance and investment products we don’t represent just one company, we search the market for products that fit your personal situation. We will analyze your current financial position, identify your needs, and develop a plan that fits your individual situation regarding your Investments, Life Insurance,College Funding and Retirement Planning.